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Sowell Financial Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sowell Financial Services’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Sell
38,445
-4,420
-10% -$377K 0.11% 198
2026
Q1 		$3.15M Buy
42,865
+1,425
+3% +$112K 0.12% 190
2025
Q4 		$3.42M Sell
41,440
-2,240
-5% -$184K 0.13% 166
2025
Q3 		$3.52M Buy
43,680
+1,355
+3% +$104K 0.13% 157
2025
Q2 		$3.1M Sell
42,325
-165
-0.4% -$10.9K 0.13% 169
2025
Q1 		$2.62M Buy
+42,490
New +$2.87M 0.12% 175
2023
Q2 		– Sell
-6,500
Closed -$266K – 719
2023
Q1 		$266K Buy
+6,500
New +$246K 0.02% 605
2021
Q2 		– Sell
-24,600
Closed -$1.07M – 1849
2021
Q1 		$1.07M Sell
24,600
-9,985
-29% -$411K 0.04% 399
2020
Q4 		$1.41M Sell
34,585
-1,990
-5% -$77K 0.06% 259
2020
Q3 		$1.36M Sell
36,575
-35
-0.1% -$1.26K 0.07% 233
2020
Q2 		$1.2M Buy
36,610
+11,275
+45% +$336K 0.07% 237
2020
Q1 		$644K Buy
25,335
+23,985
+1,777% +$693K 0.05% 333
2019
Q4 		$39K Buy
1,350
+360
+36% +$9.94K ﹤0.01% 1224
2019
Q3 		$26K Buy
+990
New +$26.2K ﹤0.01% 1196
2018
Q1 		– Sell
-164,495
Closed -$3.88M – 294
2017
Q4 		$3.88M Buy
164,495
+27,150
+20% +$591K 0.95% 30
2017
Q3 		$2.97M Buy
+137,345
New +$2.83M 0.77% 36
2017
Q2 		– Sell
-35,595
Closed -$712K – 272
2017
Q1 		$712K Buy
+35,595
New +$661K 0.21% 108

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sowell Financial Services's MGK Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 10% in Q2 2026, selling an estimated $377K and leaving 38,445 shares worth $3.38M. The position accounts for 0.11% of the portfolio, ranked #198.

Sowell Financial Services first reported a position in MGK in Q1 2017 and has held it in 17 quarters since. The position peaked at $3.88M in Q4 2017. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Sowell Financial Services held 38,445 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.38M as of Q2 2026.
  • Sowell Financial Services sold 4,420 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $377K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #198 holding.
  • Sowell Financial Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2017 and has held it in 17 quarters since.
  • Sowell Financial Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.88M in Q4 2017.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.